Purchases and Sales Made in Q1 2022 in Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL) during Q1 2022. The information is specifically focused on institutions that hold shares of WELLTOWER INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-898- 7.51% |
$71.5K - $88.3K
|
11.1K
$1.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-984- 1.32% |
$78.4K - $96.7K
|
73.6K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1KClosed |
$79.7K - $98.3K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 10.35% |
$84.2K - $104K
|
9.16K
$1.34M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$87.6K - $108K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 9.28% |
$88K - $109K
|
10.8K
$1.58M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.15K- 1.29% |
$91.2K - $113K
|
87.8K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.17K- 81.02% |
$93.2K - $115K
|
274
$40.1K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.23K- 5.96% |
$97.7K - $121K
|
19.3K
$2.83M
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.24K- 17.07% |
$99.1K - $122K
|
6.04K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.26K- 0.73% |
$101K - $124K
|
172K
$25.2M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.27K- 53.66% |
$101K - $125K
|
1.1K
$161K
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.3K- 4.17% |
$103K - $128K
|
29.8K
$4.37M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.34KClosed |
$107K - $132K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 1.77% |
$112K - $138K
|
77.7K
$11.4M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.41K- 22.89% |
$112K - $138K
|
4.74K
$694K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.41K- 7.32% |
$112K - $139K
|
17.8K
$2.61M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.5K- 15.21% |
$119K - $147K
|
8.34K
$1.22M
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 7.1% |
$121K - $149K
|
19.9K
$2.91M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.58K- 37.04% |
$126K - $156K
|
2.69K
$395K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 20.27% |
$127K - $157K
|
6.29K
$922K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.61K- 36.21% |
$128K - $158K
|
2.84K
$416K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.61K- 9.37% |
$128K - $158K
|
15.6K
$2.28M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.69K- 57.04% |
$135K - $167K
|
1.28K
$187K
|
|
|
Apr 05, 2024
Q1 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.9K- 8.71% |
$151K - $187K
|
19.9K
$2.92M
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2K- 3.99% |
$159K - $197K
|
48.1K
$7.05M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2K- 18.82% |
$159K - $197K
|
8.63K
$1.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.01K- 40.41% |
$160K - $198K
|
2.97K
$434K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.02K- 14.06% |
$161K - $198K
|
12.3K
$1.81M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 36.21% |
$166K - $204K
|
3.66K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.12K- 21.64% |
$169K - $209K
|
7.68K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.14K- 3.09% |
$171K - $211K
|
67.3K
$9.87M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 8.3% |
$172K - $212K
|
23.8K
$3.49M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.2K- 73.67% |
$175K - $216K
|
785
$115K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.2K- 10.94% |
$175K - $216K
|
17.9K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.24K- 53.51% |
$179K - $221K
|
1.95K
$286K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.27K- 62.95% |
$181K - $223K
|
1.33K
$195K
|
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.29K- 0.44% |
$182K - $225K
|
522K
$76.5M
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.31K- 59.1% |
$184K - $227K
|
1.6K
$235K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.32K- 18.69% |
$185K - $228K
|
10.1K
$1.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.35KClosed |
$187K - $231K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.4KClosed |
$191K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.42KClosed |
$192K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 41.84% |
$194K - $239K
|
3.38K
$495K
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.44K- 14.08% |
$194K - $240K
|
14.9K
$2.18M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.45K- 99.63% |
$196K - $241K
|
9
$1.32K
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
SELL
|
- |
-2.46K- 3.79% |
$196K - $242K
|
62.6K
$9.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.53KClosed |
$201K - $248K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.55KClosed |
$203K - $250K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.61KClosed |
$208K - $256K
|
0
$0
|